Q6：公司去年海外业务做得怎么样？对业绩贡献如何？ A6：目前，公司海外业务仍处于探索、培育阶段，未来，公司将继续拓展海 外市场，增加海外销售渠道和销售规模。 Q7：公司在燕麦行业处于什么地位？ | | □特定对象调研 □分析师会议 | | --- | --- | | 投资者关系 | □媒体采访 ☑业绩说明会 | | 活动类别 | □新闻发布会 □路演活动 | | | □现场参观 □其他（线上交流会） | | 参与单位名 | 网络投资者 | | 称及人员 | | | 时间 | 2025 年 5 月 20 日 15：00-16：00 | | 地点 | 深圳证券交易所"互动易"平台（http://irm.cninfo.com.cn）"云访谈"栏 | | 形式 | 网络调研 | | 上市公司 | 总经理：孟祥胜 董事、董秘、副总经理：谢金菱 财务总监：张志雄 独立董 | | 接待人员 | 事：董舟江 | | | Q1：公司目前还有哪些比较有潜力的产品？ | | | A1：第一，燕麦+复合类的产品，公司会持续进行产品更新迭代。目前从数据 | | | 上看较符合公司预期，燕麦+过去几年持续保持了比较高的增长，从销售数据 ...

Group 1 - The core point of the news is that Shiyao Group has signed an exclusive licensing agreement with Cipla USA, Inc. for the commercialization of Irinotecan liposome injection in the U.S., indicating significant commercial potential in the U.S. market [1] - The agreement includes an upfront payment of $15 million, potential milestone payments of up to $25 million for initial commercial sales and regulatory milestones, and up to $1.025 billion in additional commercial sales milestone payments, along with double-digit sales royalties based on annual net sales in the region [1] - This partnership represents a major breakthrough in the company's international strategy, enhancing its global market influence and investor confidence in future profitability [1] Group 2 - The first enzyme replacement therapy for Gaucher disease in China, β-CAN103, has been approved for long-term treatment in adolescents and adults aged 12 and above, filling a gap in the rare disease treatment field [2] - The therapy specifically supplements the enzyme glucocerebrosidase that is deficient in Gaucher disease patients, showcasing the company's research capabilities in rare diseases [2] - The market entry of β-CAN103 is expected to provide a new growth point for the company and enhance its competitiveness and market value in the biopharmaceutical sector [2] Group 3 - Xuanzhu Bio's CDK4/6 inhibitor, Pyrotinib tablets, have received approval for two indications, targeting HR+/HER2- advanced or metastatic breast cancer patients who have progressed after prior endocrine therapy and chemotherapy [3] - This approval marks a significant breakthrough in the company's oncology treatment portfolio, indicating substantial market potential [3] - The new drug approval is anticipated to enhance the company's competitiveness in innovative drugs and provide new performance growth points, boosting investor confidence in its research capabilities and future development [3] Group 4 - WuXi AppTec has entered into a licensing agreement with its major shareholder, Juno, granting non-exclusive rights to develop and commercialize cell therapy products using the JW sLVV production process and related technologies [4] - The total consideration for this agreement is capped at $10 million, which includes non-refundable upfront payments and additional payments [4] - This move not only generates revenue for the company but also strengthens its collaboration with a key shareholder, enhancing investor confidence in its future development [4] Group 5 - Hainan Haiyao has signed a strategic cooperation framework agreement with Malaysia's Aikang International Group, becoming the exclusive agent for Aikang's health products in China [6] - The company will be responsible for promoting, selling, and providing after-sales service for Aikang's high-quality health products in the Chinese market [6] - This partnership is a significant step in expanding the company's business footprint in the health sector, potentially increasing market share and profitability while enhancing investor confidence in its growth potential [6]

资料显示，海南海药前身海口市制药厂创立于1965年，1994年在深交所挂牌上市，是海南省医药行业龙 头企业，2020年3月24日，新兴际华医药与海南海药完成战略重组，新海药成为中央企业控股的混合所 有制企业，开启了海药发展新征程，目前该公司主要产品涵盖中间体、原料药、化学创新药、现代中 药、生物药、细胞免疫、高端医疗器械等领域。 5月15日晚，海南海药（000566）公告，为积极响应国家"一带一路"倡议，深化区域经济合作，推动海 南自由贸易港建设，深化在医药健康领域的合作， 近日，公司与马来西亚爱康国际集团(简称"爱康集团")签订战略合作框架协议。 根据协议，海南海药将作为爱康集团大健康类产品在中国大陆的独家代理，负责爱康集团高品质大健康 类产品在中国市场的推广、销售及售后服务，海南海药将建立销售网络，为爱康集团大健康类产品打开 中国市场开创销售新局面。双方将共同制定市场推广策略，利用海南自贸港的政策优势，优化产品进口 流程，降低物流成本，提升产品竞争力。 在市场开拓方面，爱康集团作为海南海药中药产品在马来西亚的独家代理，负责海南海药传统中药产品 在马来西亚市场的推广、销售及售后服务，将推动海南海药中药产品进 ...

海南海药（000566）公告，公司与马来西亚爱康国际集团签订战略合作框架协议。协议内容包括代理合 作，海南海药作为爱康集团大健康类产品在中国大陆的独家代理；市场开拓，推动海南海药中药产品进 入马来西亚市场；品牌共建与市场推广，提升双方产品品牌影响力；以及建立合作机制，包括会晤机制 和联合工作小组等。本协议自签字盖章之日起生效，有效期五年。 ...